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better software since 1999
better software since 1999
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We focus on all accounting professionals (Accountants, Bookkeepers, CPA's)
Small to mid-size accounting firms with teams of 3 or more looking to stay organized and efficient without duplication of effort. Save money, work from anywhere, and communicate effectively.
But everything I have seen that it does, I am very happy and excited to start using it.
Triggering events didn't work properly and with the dashboard being too noisy, no one paid attention to alerts.
They know how to stay on top of feature updates that are meaningful and useful, and are embracing AI which was a must for me when selecting a platform.
Other than having to do a lot of copying and pasting, and struggling with the lack of reports we really need, we couldn't be happier with the application as well as the customer service.
Resolved with the notifications and better abilities to filter down on dashboard views.
I must also say that no other software company has implemented features we requested as fast as FC.
FC was easy to implement, has videos but better yet, customer service was available and more than willing to help or answer any questions. FC has really allowed by company to opportunity to grow.
No integrated e-mail triage, although you can forward emails to an "in-box" to turn them into one-off projects or to-do items.
Very happy with this sofware. It is a huge step above what we have used in the past and it is reasonably priced and offers excellent customer support.
The one thing I dislike is the feature that checks out documents. Multiple people should be able to see documents at once.
Firm360 is by far the best solution for accounting and tax practice management. The application is outstanding.
Initial setup is time-consuming & there is a small learning curve. Not sure how you would avoid this since it's a new software.
I love how easy it is to navigate once you have the playing field down. Its nice to be able to have all of your documents organized in one area.
Yes a refund button for when you accidently apply payment to the wrong account.
I've been in the tax and accounting industry for 25 years and have contacted all kinds of support services and NO ONE can touch the quality of support at Firm360. They treat you like your best friend.
Documents filing system, automatic sort out system non-exiting, search criteria limitation.
Walker S.: Hi, my name is Walker. I'm the owner of Walker Solutions, and I give Financial Cents a four out of five. Before Financial Cents, I was doing everything manually myself or I hired people to do it, such as write emails. The document management system, I had to figure it out by myself or have someone else organize it. It was just costing me a lot of money and time. I chose Financial Cents because of the convenience. At the time, I had been trying a bunch of different project management softwares, but it was getting down to the wire of tax season, which is the busy season for my business approaching. So I did a demo with a representative from Financial Cents, and I really liked the ease of just having all of my clients be able to upload it, and I didn't have to do too much to just get started and just to get this thing going. Getting started with Financial Cents, the toughest part was getting together the listing of my clients and having them in that Excel. So I had to have an admin do that for me. We had already been working on that prior to starting with Financial Cents, but it was the easiest to do the upload. So that did take some time. But once that was done, it was easy to look through the system to see what's here. Because I did the demo, I did know some of the capabilities and know where things were. I do like that there was tutorial videos for my assistant to look at if I didn't have time to do anything. The templates for the customers, the clients, they were the best, honestly. The advice that I would give to other business owners or anyone looking to implement Financial Cents, I would definitely say, really check out the integrations because, for me, there were some programs that I didn't have or I wasn't fully using before, but I had to start using them once I boarded onto Financial Cents because they ease in the integration. For example, the signatures. Before, I was doing a different way to get signatures, but now I have Adobe Sign, which is very easy to use and it's very easily integrable with Financial Cents. It was nice, but I only got that because of the integration with Financial Cents. So if you already have programs that you use, I would really just make sure that they can integrate well with Financial Cents because you don't want to have to get something you didn't have before or switch something up too much and it doesn't work for you.
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